See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,476 | $92,703-69.3% | $82,719-65.6% | $134,475-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.72% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $4,000 | $3,274+22.2% | $3,009+32.9% | $4,740-15.6% |
| Participant deferral / active EE | $11,342 | $4,802+136.2% | $4,395+158.1% | $6,400+77.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |